Create a Task in Salesforce

Create Salesforce Task Configuration Screen

Prerequisites

• Create an access token for your Salesforce application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Salesforce tab.
     2. On the Salesforce tab, drag the Create Task activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Create SalesForce Task Configuration screen, click Create Task .

Procedure

1. On the Create SalesForce Task Configuration screen, in the Salesforce field, select your Salesforce access token.

   To create a new access token, click Add Token . For more information, refer to New Salesforce Access Token.

2. Complete these fields as necessary.

   Field Name	Definition
   Task Subject	Function: The details about the task which you want to create. To Open this Field: On the Create Salesforce Task Configuration screen, click the Task Information tab. Accepted Values: One line of text. Default Value: None Accepts Process Data Variables: Yes
   Assigned To	Function: Specifies the Salesforce user to whom the task is assigned. To Open this Field: On the Create Salesforce Task Configuration screen, click the Task Information tab. Accepted Values: A valid user. Assigns the task to a single user only. Default Value: None. When you select the access token, the Salesforce user name shows in the Assigned To field. Accepts Process Data Variables: Yes
   Task Priority	Function: Specifies the priority for your task. To Open this Field: On the Create Salesforce Task Configuration screen, click the Task Information tab. Accepted Values: High Normal Low Default Value: None Accepts Process Data Variables: Yes
   Task Status	Function: Specifies the status of the task. To Open this Field: On the Create Salesforce Task Configuration screen, click the Task Information tab. Accepted Values: Not Started In Progress Completed Deferred Waiting on someone else Default Value: None

RelatedTopics

• Configure General Options for a CRM Activity
• Create Task activity
• Process Data Variables